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LODESTONE CAPITAL SOLUTIONS LLC
CRD 156520
10330 BEACH BLVD, SUITE F, STANTON, CA, 90680, United States
Phone
310-279-7710
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$4.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $700K |
| High net worth individuals | 2 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD